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| Section | Weight | Objectives |
|---|---|---|
| Discovery | 12% | - Determine compliance and regulatory considerations - Identify requirements and define solution scope - Analyze business processes and system architecture |
| Delivery and Configuration | 46% | - Reporting, dashboards, and analytics - Initial setup and package installation - Automation and workflows
|
| Define and Design | 42% | - Security and access design
- Data model, objects, and relationships
|
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NEW QUESTION # 47
A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?
Answer: D
Explanation:
To configure Financial Services Cloud to allow users to relate two business accounts, the administrator should update the Role picklist on the Account-Account Relationship object with new value. The Role picklist is a field onthe Account-Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The Role picklist is used to filter and display the account-account relationships in the Actionable Relationship Center (ARC). To update the Role picklist, you need to go to Setup > Object Manager > Account-Account Relationship > Fields & Relationships
> Role and add or remove values according to your business needs. Verified References: : Salesforce Help Article [10] : Salesforce Help Article [11]
NEW QUESTION # 48
A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Agentforce Financial Services. What should the consultant create as a deliverable for the current state business process?
Answer: A
Explanation:
The appropriate current-state deliverable is an end-to-end visual process map that identifies the people or personas involved, the systems they interact with, process inputs, major activities, handoffs, and outcomes.
This format creates a common understanding of the organization ' s existing operating model before the consultant begins defining the future-state Agentforce Financial Services architecture.
Salesforce defines business process mapping as creating a visual representation of what the business does, who performs each activity, how the process is completed, and how inputs relate to outputs. A well-structured process map can cross departmental and system boundaries and exposes dependencies and handoffs that may otherwise remain hidden.
Salesforce ' s process-mapping methodology also emphasizes identifying the process start and end points, each required step, inputs and outputs, and responsibility for the activity. Consultants should fully map the as- is state before attempting to redesign it, because an accurate baseline enables informed future-state decisions.
Screenshots, spreadsheets, and narrative documents can provide supporting detail, but they do not communicate the complete process as effectively as an end-to-end visual model. The visual map becomes the foundation for gap analysis, requirements validation, future-state process design, and subsequent Agentforce Financial Services solution architecture.
NEW QUESTION # 49
What actions can a Wealth Advisor take from the Life Events card7
Answer: A,D,E
Explanation:
From the Life Events card, a Wealth Advisor can take the following actions:
Create Lead & Referral: This action creates a lead record for a new prospector a referral record for an existing client based on the life event information.
Request Record Approval: This action initiates an approval process for the life event record to ensure compliance and quality standards.
Create Opportunity: This actioncreates an opportunity record to track the potential revenue from the life event. Verified References: : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 31. : Salesforce Financial Services Cloud User Guide, page 32.
NEW QUESTION # 50
A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firmto implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
Answer: A,D
Explanation:
The following expectations are from implementing multi language features in FSC:
Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese. This expectation means that FSC supports multiplelanguages and allows users to choose their preferred language for their user interface and data display.
In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese. This expectation means that FSC supports multiple languages for reports and dashboards and allows users to view them in their preferred language.
NEW QUESTION # 51
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers ' lives. What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?
Answer: C
Explanation:
Agentforce Financial Services supports this requirement through Unique event types. Events and Milestones provide advisors with an at-a-glance view of significant customer life events and business milestones so that they can understand changing client needs and identify timely engagement opportunities.
For an event that should logically occur only once for a customer, the administrator can mark its Event Type as Unique. Salesforce specifically states that this setting is intended to prevent users from accidentally creating more than one occurrence of the same unique event type.
The configuration is performed on the Person Life Event object ' s Event Type field. The administrator edits the relevant picklist value and selects Unique. Business milestones can be configured similarly by working with the appropriate milestone type. Salesforce also supports activating or deactivating event types, hiding sensitive events, defining contextual actions, changing icons, and controlling the details displayed when users interact with an event or milestone.
Once-in-a-Lifetime, Special, and Single are not the Salesforce configuration designation tested here. The supported mechanism is explicitly the Unique setting.
NEW QUESTION # 52
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